+43.3%
DIS vs CDNS
+27.9%
+15.4%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.7% | -3.1% | -0.8% |
| 7D | +5.2% | -2.4% | +7.7% | +5.6% |
| 30D | +11.5% | -10.2% | +21.6% | +13.3% |
| 3M | +11.5% | -5.5% | +17.0% | +12.1% |
| 6M | +8.9% | -9.9% | +18.7% | +9.7% |
| YTD | +3.4% | +2.3% | +1.1% | +0.8% |
| 1Y | +7.2% | -1.4% | +8.6% | +5.1% |
| 3Y | +43.3% | +28.1% | +15.2% | +31.0% |
| All | +43.3% | +27.9% | +15.4% | +31.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CDNS.
Daily Out/Under-Performance
Portfolio return minus CDNS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CDNS return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded CDNS wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling